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Roofing - Pre-Production Site Inspection Process Template

This process describes the step-by-step procedure of performing pre-production site inspections for roofing services.

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Roofing - Pre-Production Site Inspection Process Template

This process describes the step-by-step procedure of performing pre-production site inspections for roofing services.

Why We Perform Site Inspections

The purpose of site inspections

The purpose of a site inspection during pre-construction planning is to assess the site conditions, identify potential challenges or risks, and gather essential information necessary for the successful execution of a construction project. 

We want to make sure that the roof is primed and ready for any installation, repair, or cleaning process while ensuring the safety of all our employees.

How We Prepare for Site Inspections


Before initiating the site inspection, ensure that the following preparations are completed:

  1. Familiarize yourself with the project plans, drawings, specifications, and any other relevant documents to understand the scope and requirements.
  2. Ensure that all required permits for site access and inspections are obtained and available for review during the inspection.
  3. Identify the necessary personnel required for the site inspection, such as project managers, engineers, architects, safety officers, and any specialized experts.
  4. Prepare the necessary equipment and tools, such as safety gear, measuring devices, cameras, notepads, and writing materials, to document findings during the inspection.

On-site Inspection Procedures

Step 1: Site Familiarization

Upon arriving at the site, follow these steps to familiarize yourself with the surroundings:

  1. Meet with site personnel, including the project manager or supervisor.
  2. Collect and review site plans, blueprints, utility maps, and any other relevant documents that provide insights into the site.
  3. Determine the site boundaries and any adjacent properties that might impact the construction process or require coordination.

Step 2: Safety Assessment

Prioritize safety during the site inspection by following these safety assessment procedures:

  1. Identify potential hazards, such as uneven terrain, unstable structures, electrical hazards, or hazardous materials, and take necessary precautions.
  2. Verify that all personnel participating in the inspection have appropriate personal protective equipment (PPE), including hard hats, safety boots, high-visibility vests, work gloves, and safety glasses.
  3. Identify the best evacuation routes. Determine where safety tools are located on-site, including fire extinguishers and first aid kits.

Step 3: Site Conditions Evaluation

Assess the site conditions by performing the following evaluations:

  1. Evaluate the site's topography, identifying any significant slopes, water bodies, or areas prone to flooding. Assess existing drainage systems or the need for new ones.
  2. Evaluate drainage system effectiveness and assess whether the gutters and downspouts are clear of debris and flowing properly.
  3. Identify existing utilities, such as water, electricity, gas, and telecommunication lines. Assess their locations, conditions, and any potential conflicts with the construction plans.
  4. Evaluate flashing and penetration conditions, examine the integrity and tightness of seals around chimneys, vents, skylights, and other roof penetrations to ensure they are watertight and properly installed.

Step 4: Documentation and Reporting

Record all relevant findings and observations during the site inspection by following these procedures:

  1. Take photographs. Capture visual evidence of the site conditions, structures, utilities, and any other noteworthy aspects. Ensure the photographs are properly labeled and organized.
  2. Document measurements. Use appropriate measuring devices to record accurate measurements of distances, elevations, and other relevant dimensions.
  3. Note observations. Maintain detailed written notes of all significant findings, including potential risks, constraints, and opportunities identified during the inspection.
  4. Prepare the inspection report. Compile all collected information and findings into a comprehensive inspection report. Include photographs, measurements, notes, and recommendations for further actions or investigations.


Conducting a thorough site inspection during pre-construction planning is crucial to understanding the site conditions and potential challenges. By following this SOP, you can ensure a systematic approach to the inspection process, thereby supporting the successful execution of the construction project and mitigating risks associated with site conditions.

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